Introduction
Welcome to the world of efficient conversation management with AI Chat For Business. Tagging and filtering conversations can transform how you handle customer interactions by allowing you to organize and prioritize with ease. This feature lets you create custom tags, apply them to conversations, and filter your inbox based on these tags, ensuring you focus on what matters most.
Prerequisites
Before you start tagging and filtering conversations, make sure you have the following:
How It Works
Conversation tagging and filtering is a powerful tool for organizing interactions. You can create custom tags specific to your organization’s needs, apply them to conversations, and filter your inbox to display only the most relevant interactions. Tags persist across handoffs and agent assignments, ensuring continuity and context.
Key Features:
Step-by-Step Guide
Configuration Options
Best Practices
Troubleshooting
For more help, see Setting Up Human Hand-Offs or How to Upload Documents.
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Welcome to the world of efficient conversation management with AI Chat For Business. Tagging and filtering conversations can transform how you handle customer interactions by allowing you to organize and prioritize with ease. This feature lets you create custom tags, apply them to conversations, and filter your inbox based on these tags, ensuring you focus on what matters most.
Prerequisites
Before you start tagging and filtering conversations, make sure you have the following:
- An active subscription on the AI Chat For Business platform.
- Access to the Inbox feature where conversations are managed.
- Basic understanding of navigating your account dashboard.
How It Works
Conversation tagging and filtering is a powerful tool for organizing interactions. You can create custom tags specific to your organization’s needs, apply them to conversations, and filter your inbox to display only the most relevant interactions. Tags persist across handoffs and agent assignments, ensuring continuity and context.
Key Features:
- Create custom tags: Tailor tags to fit your organizational needs.
- Bulk-tagging: Apply tags to multiple conversations simultaneously.
- Filtering: View conversations by tag, status, or channel.
- Exporting: Export tagged conversations for deeper analysis.
Step-by-Step Guide
- Open the Inbox: Navigate to the Inbox section of your dashboard.
- Select a Conversation: Click on any conversation you wish to tag.
- Add/Remove Tags: Click the tag icon in the conversation interface. Here, you can add new tags or remove existing ones.
- Bulk-Tagging: To tag multiple conversations, select them using checkboxes and click the tag icon to apply tags in bulk.
- Filter by Tag: Use the filter panel on the left to sort conversations by specific tags, status, or channel.
Configuration Options
- Creating Tags: Go to the Settings section and navigate to the Tags tab to create or modify tags.
- Tag Persistence: Tags you assign will remain with the conversation as it moves across different agents or departments.
- Channel Filters: In addition to tags, you can filter conversations by their originating channel to streamline workflow.
Best Practices
- Consistent Tagging: Develop a tagging system that all team members understand and apply consistently.
- Periodic Review: Regularly review and update your tags to align with evolving business needs.
- Export and Analyze: Use the export feature to analyze tagged conversations and gain insights into customer interactions.
Troubleshooting
- Tags Not Appearing: Ensure your internet connection is stable and refresh the page if tags do not appear immediately.
- Unable to Filter: Double-check that you have selected the correct filters in the panel.
For more help, see Setting Up Human Hand-Offs or How to Upload Documents.
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